Investing Basics - Categories - Financial Literacy for Everyone - Bambarbia

Accredited Investor

Investing Basics Financial Terms Dictionary

Accredited investors are persons classified by the SEC as qualified to invest in complex or complex types of securities.

Annual Equivalent Rate (AER)

Banking Investing Basics Savings Accounts Financial Terms Dictionary

The annual equivalent rate (AER) is the actual interest rate on investments, loans or savings accounts that can be obtained after compounding interest.

Annualize

Investing Basics Financial Terms Dictionary

An annual analysis can be used to predict the financial performance of an asset, security or company for the next year.

Annualized Rate of Return

Financial Analysis Investing Basics Financial Terms Dictionary

Annual rate of return is the process of determining the rate of return on an investment on an annual basis.

Annualized Total Return

Investing Basics Financial Terms Dictionary

Annual total return is the geometric mean of the amount of money earned by an investment each year over a given period of time.

Anomaly

Business Leaders Investing Basics Math and Statistics Financial Terms Dictionary

Anomalies are events that deviate from the predictions of economic or financial models and undermine the underlying assumptions of those models.

Appreciation

Investing Basics Financial Terms Dictionary

Valuation is the increase in the value of an asset over time.

Asset Class

Investing Basics Financial Terms Dictionary

An asset class is a group of investments that have similar characteristics and are subject to the same laws and regulations.

Automated Customer Account Transfer Service (ACATS)

Brokers Investing Basics Financial Terms Dictionary

Automated Account Transfer Service (ACATS) can be used to transfer stocks, bonds, cash, mutual funds, mutual funds, options, and other investment products.

Average Annual Return (AAR)

Investing Basics Financial Terms Dictionary

Average Annual Return (AAR) is a percentage that represents the average historical return of a mutual fund, typically reported over three, five, and 10 years.

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